How I would fix Disney

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Commodities, Investments, Economics, Trading, News, Stocks, Oil, Uranium, Business News, Crypto, Investing, Crisis, Business, Gold, Industry, Debt, Macroeconomics, Talk, Research, Personal, Geopolitics, Curzio, Finance, Tokens

4.6 • 1.1K Ratings

🗓️ 17 August 2022

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

We start today’s show by comparing recent earnings from Target (TGT) vs. Walmart (WMT)… what they say about how big retailers are handling inflation… and which stock has more upside from current levels. Meme stock Bed Bath & Beyond (BBBY) has surged nearly 100% in just five trading days. We highlight what’s behind the massive move (it’s not retail investors)... and share some sobering details about the stock’s fundamentals. Turning to 13F filings, we share where the smart money is investing right now… why these filings need to be taken with a grain of salt… and why Amazon (AMZN) stood out. Activist investor Dan Loeb of Third Point just took a stake in Disney (DIS)... I break down why he’s facing an uphill battle… and what I would push for as an activist investor to send the stock soaring. Finally, I’m heading to Palm Beach this weekend to attend the Crypto Connect & NFT Expo… I’d love to see you there. . In this episode Earnings recap: Target vs. Walmart [1:17] What’s behind the massive surge in BBBY [9:35] What stood out in the recent 13F filings [19:25] If I was an activist investor in Disney [29:42] [36:40] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines,
0:05.0	heard on mainstream financial media to bring you unscripted interviews and breaking commentary
0:10.0	direct from Wall Street, right to you on Main Street.
0:13.0	Let's go down to your August 17th.
0:19.0	I think there's just the Wall Street Unplug pockets where I break the headlines and...
0:24.0	I'll tell you what's really moving these markets.
0:31.0	So Daniel Creech is back.
0:33.0	Senior Alex Cresor Research.
0:34.0	Daniel, what was this?
0:35.0	The seventh eighth vacation you have this year ready?
0:37.0	Oh, what's going on?
0:38.0	Good morning, Frank.
0:39.0	Happy Wednesday, everybody.
0:40.0	We have to clarify something quickly.
0:41.0	There's a difference between vacation and location.
0:44.0	A friend of mine, I was talking to and he says, hey, we're yet.
0:46.0	I said, I'm in Ohio right now.
0:47.0	And he was assuming I was in Jacksonville or here on the island.
0:50.0	He says, how much time do you get off?
0:52.0	I said, I'm not taking time off.
0:53.0	Anyway, moving on.
0:54.0	I can't win this.
	...

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